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  5. IVORY WEALTH MANAGEMENT, INC.

IVORY WEALTH MANAGEMENT, INC.

Date of last update: 14 Apr 2025. Data updated weekly.

Companies that start with "IVORY"

Company Details

Entity Name: IVORY WEALTH MANAGEMENT, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Ready for dissolution
Date Formed: 21 Apr 2014
Business ALEI: 1139612
Annual report due: 09 Jan 2024
Business address: 124 Westbrook Rd, Essex, CT, 06426, United States
Mailing address: 124 Westbrook Rd, 201, Essex, CT, United States, 06426
ZIP code: 06426
County: Middlesex
Place of Formation: CONNECTICUT
Total authorized shares: 150000
E-Mail: charles@ivorywealthmgmt.com

Industry & Business Activity

NAICS

523120 Securities Brokerage

Companies doing Securities brokerage

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
IVORY WEALTH MANAGEMENT, INC. 401(K) PLAN 2023 465402797 2024-07-11 IVORY WEALTH MANAGEMENT, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8607675014
Plan sponsor’s address 124 WESTBROOK ROAD, SUITE 202, ESSEX, CT, 06426

Signature of
Role Plan administrator
Date 2024-07-11
Name of individual signing CHARLES CRILLY
Valid signature Filed with authorized/valid electronic signature
IVORY WEALTH MANAGEMENT, INC. 401(K) PLAN 2022 465402797 2023-10-13 IVORY WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8607675014
Plan sponsor’s address 124 WESTBROOK ROAD, SUITE 202, ESSEX, CT, 06426

Signature of
Role Plan administrator
Date 2023-10-13
Name of individual signing CHARLES CRILLY
Valid signature Filed with authorized/valid electronic signature
IVORY WEALTH MANAGEMENT, INC. 401(K) PLAN 2021 465402797 2022-09-30 IVORY WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8607675014
Plan sponsor’s address 124 WESTBROOK ROAD, SUITE 202, ESSEX, CT, 06426

Signature of
Role Plan administrator
Date 2022-09-30
Name of individual signing KATHERINE HOFMANN
Valid signature Filed with authorized/valid electronic signature
IVORY WEALTH MANAGEMENT, INC. 401(K) PLAN 2020 465402797 2021-07-28 IVORY WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8607675014
Plan sponsor’s address 124 WESTBROOK ROAD, SUITE 202, ESSEX, CT, 06426

Signature of
Role Plan administrator
Date 2021-07-28
Name of individual signing KATHERINE HOFMANN
Valid signature Filed with authorized/valid electronic signature
IVORY WEALTH MANAGEMENT, INC. 401(K) PLAN 2019 465402797 2020-10-01 IVORY WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8607675014
Plan sponsor’s address 124 WESTBROOK ROAD, SUITE 202, ESSEX, CT, 06426

Signature of
Role Plan administrator
Date 2020-10-01
Name of individual signing KATHERINE HOFMANN
Valid signature Filed with authorized/valid electronic signature
IVORY WEALTH MANAGEMENT, INC. 2018 465402797 2019-06-05 IVORY WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8607675014
Plan sponsor’s address 124 WESTBROOK ROAD, SUITE 202, ESSEX, CT, 06426

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
Charles Crilly Agent 124 Westbrook Rd, 201, Essex, CT, 06426, United States 124 Westbrook Rd, 201, Essex, CT, 06426, United States +1 860-391-1414 charles@ivorywealthmgmt.com 32 River Road Dr, Essex, CT, 06426-1377, United States

Officer

Name Role Business address Phone E-Mail Residence address
Charles Crilly Officer 124 Westbrook Rd, 201, Essex, CT, 06426, United States +1 860-391-1414 charles@ivorywealthmgmt.com 32 River Road Dr, Essex, CT, 06426-1377, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0008006965 2023-01-09 2023-01-09 First Report Organization and First Report 2016
0005088440 2014-04-21 - Business Formation Certificate of Incorporation -

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6021167003 2020-04-06 0156 PPP WESTBROOK RD, ESSEX, CT, 06426-1511
Loan Status Date 2021-06-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 41800
Loan Approval Amount (current) 41800
Undisbursed Amount 0
Franchise Name -
Lender Location ID 16282
Servicing Lender Name Liberty Bank
Servicing Lender Address 315 Main St, MIDDLETOWN, CT, 06457-3345
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address ESSEX, MIDDLESEX, CT, 06426-1511
Project Congressional District CT-02
Number of Employees 3
NAICS code 523920
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 16282
Originating Lender Name Liberty Bank
Originating Lender Address MIDDLETOWN, CT
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 42252.83
Forgiveness Paid Date 2021-05-25
7339578303 2021-01-28 0156 PPS 124 Westbrook Rd Ste 202, Essex, CT, 06426-1551
Loan Status Date 2023-02-03
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 64705
Loan Approval Amount (current) 64705
Undisbursed Amount 0
Franchise Name -
Lender Location ID 16282
Servicing Lender Name Liberty Bank
Servicing Lender Address 315 Main St, MIDDLETOWN, CT, 06457-3345
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Essex, MIDDLESEX, CT, 06426-1551
Project Congressional District CT-02
Number of Employees 6
NAICS code 523999
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 16282
Originating Lender Name Liberty Bank
Originating Lender Address MIDDLETOWN, CT
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 65968.54
Forgiveness Paid Date 2023-01-10

Debts and Liens

This table presents a concise summary of a company's liens and debts, detailing essential information such as the lien type, debt amount, associated parties, and current status of each financial obligation.

Subsequent Filing No Status Type Filing Date Lapse Date Filing Type
0005115504 Active OFS 2023-01-18 2028-01-18 ORIG FIN STMT

Parties
Name IVORY WEALTH MANAGEMENT, INC.
Role Debtor
Name LIBERTY BANK
Role Secured Party
0003384246 Active OFS 2020-06-29 2025-06-29 ORIG FIN STMT

Parties
Name IVORY WEALTH MANAGEMENT, INC.
Role Debtor
Name U.S. SMALL BUSINESS ADMINISTRATION
Role Secured Party

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See something incorrect or outdated? Let us know

Sources: Company Profile on Connecticut's Official State Website

* While we strive to keep this information correct and up-to-date, it is not the primary source, and the dataset source should always be referred to for definitive information

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